Senior Research Analyst at Comercio Partners

Role Description:

• The Research Analyst will support the firm’s investment, advisory, and market intelligence activities by conducting rigorous financial, economic, industry, and company research. The role requires a highly analytical professional who can interpret complex data, identify trends, prepare insightful reports, and provide evidence-based recommendations to support strategic and investment decision-making.

Key Responsibilities

• Conduct in-depth research on financial markets, macroeconomic trends, sectors, companies, and investment opportunities.
• Analyse financial statements, market data, valuation metrics, and economic indicators to generate actionable insights.
• Develop financial models, forecasts, dashboards, and valuation analyses to support investment and advisory recommendations.
• Prepare research reports, investment notes, market updates, presentations, and briefing documents for internal and external stakeholders.
• Monitor industry developments, regulatory changes, competitor activity, and market risks relevant to the firm’s business areas.
• Support due diligence processes by gathering, validating, and interpreting quantitative and qualitative information.
• Work with portfolio, investment, advisory, business development, and management teams to provide timely research support.
• Maintain databases, research files, and documentation to ensure accuracy, consistency, and accessibility of information.
• Present research findings clearly and professionally to senior management, clients, and other stakeholders when required.

Required Qualifications and Experience

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Statistics, Mathematics, or a related discipline.
• Minimum of 7 years’ experience in research, investment analysis, financial analysis, asset management, capital markets, consulting, or a related financial services role.
• Strong understanding of financial markets, investment products, economic indicators, and business analysis.
• Demonstrated ability to analyse financial statements and interpret quantitative and qualitative data.
• Professional certifications or progress toward CFA, ACCA, ICAN, or other relevant qualifications will be an added advantage.

Required Skills and Competencies

• Excellent analytical, numerical, and problem-solving skills.
• Strong research, data interpretation, and financial modelling capabilities.
• Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with Bloomberg, Refinitiv, Capital IQ, Power BI, SQL, or similar tools is an advantage.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Strong attention to detail, accuracy, and commitment to high-quality outputs.
• Ability to work independently, manage multiple tasks, and meet tight deadlines.
• High level of integrity, confidentiality, professionalism, and commercial awareness.

Key Performance Indicators

• Timeliness, accuracy, and relevance of research outputs.
• Quality of financial models, market insights, and investment recommendations.
• Effectiveness in supporting decision-making across investment, advisory, and business development activities.
• Ability to identify emerging market trends, opportunities, and risks.
• Stakeholder satisfaction with research reports, presentations, and analytical support.